EverSource Wealth Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

EverSource Wealth Advisors’s Portfolio CGSD Stock Details CGSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-117	Closed	-$3.02K	–	4415
2026 Q1	$3.02K	Hold	117	–	–	﹤0.01%	3490
2025 Q4	$3.04K	Hold	117	–	–	﹤0.01%	3331
2025 Q3	$3.04K	Hold	117	–	–	﹤0.01%	3367
2025 Q2	$3.03K	Buy	117 +20	+21%	+$517	﹤0.01%	3347
2025 Q1	$2.5K	Buy	+97	New	+$2.5K	﹤0.01%	2826

Other funds holding CGSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EverSource Wealth Advisors's CGSD Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Capital Group Short Duration Income ETF (CGSD) in Q2 2026, closing a stake of 117 shares — an estimated $3.02K sold.

EverSource Wealth Advisors first reported a position in CGSD in Q1 2025 and held it in 5 quarters. The position peaked at $3.04K in Q4 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

EverSource Wealth Advisors reported no remaining Capital Group Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 117 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $3.02K.
EverSource Wealth Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and held it in 5 quarters.
EverSource Wealth Advisors's Capital Group Short Duration Income ETF position peaked at $3.04K in Q4 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.